It recommends a size range based on the square footage, HVAC type, and major appliance load the customer describes, using your published sizing chart. The final size is confirmed at the site survey, because attic insulation, well pumps, and pool equipment can shift the load calculation. The bot is explicit that the chat recommendation is a starting point and the estimator confirms it in person, which is the right tone for a $15,000 project.

Yes, as long as your gas line guidance is on the site. SleekAI surfaces it when customers describe long runs or older meters. A 22kW unit draws roughly 300,000 BTU under full load, and many residential meters cap at 250,000. The bot flags this honestly: the utility may need to upsize the meter, which adds 2 to 3 weeks to the project and may carry a coordination fee. Surfacing this upfront prevents the awkward post-permit phone call.

Yes. If your services post type documents propane tank sizing and runtime math, the bot explains the trade-off: propane lets you install anywhere, but a 500 gallon tank runs a 22kW unit roughly 5 to 7 days at half load, and tank rental versus ownership changes the long-term cost. Customers without natural gas service at the lot get walked through the propane option honestly instead of being told it's the same install.

Transfer switch size depends on whole-home versus essentials backup and the existing panel layout. The bot reads your transfer switch options and quotes them as a separate line item: a 200 amp service entrance transfer switch for whole-home versus a 100 amp essentials sub-panel. If the existing panel is full, a sub-panel install adds line items, and the bot mentions that so the survey isn't a surprise.

Yes. Site surveys, follow-up consultations, and service-only visits all route to different calendars via Multibot or display conditions. A customer asking about a new install books a free site survey. A customer asking about a unit that hasn't run since the last outage books a service appointment. The bot is explicit about which type of visit it's booking, so the right tech rolls up with the right diagnostic tools.

Into the WordPress conversation log, tied to the customer record with model name, token usage, and the page URL the chat started on. The estimator opens the survey appointment and sees the square footage, HVAC type, fuel type, gas meter location, lot details, and any photos the customer attached, which makes the survey a one-hour confirmation instead of two hours of cold scoping.

Yes. If your shop offers annual service plans, the bot quotes the price, the included items (oil change, filter, transfer switch test, load bank check), and the discount on parts. The plan gets pitched during the install conversation, not bolted on as a surprise during the survey. Customers who decline the plan don't get pestered, but the option is on the table at the natural moment in the buying decision.

If your shop only handles residential, the bot politely declines commercial inquiries and routes to a partner or referral. If you do both, a separate bot scoped to commercial pricing, three-phase considerations, and PO workflow keeps the residential conversation clean. Multibot scopes each conversation to the right pricing and permit jurisdiction, which is essential when commercial code differs meaningfully from residential.